All updates

Agent Dave updates!

Improvement·
Matt Franklin, CEO & Founder

We've made significant improvements to Dave, your AI assistant in Payaca.

Automations

Dave can now help you set up automations that trigger actions based on events in your workflow:

What Dave can create:

  • Send email or SMS notifications
  • Add or remove tags from projects and events
  • Create tasks on projects
  • Move projects to different pipeline stages

Examples:

  • "Dave, create an automation that sends an SMS to the customer when their project moves to 'Installation Complete'"
  • "Dave, set up an automation to add the 'Urgent' tag when a project enters the 'Awaiting Parts' stage"
  • "Dave, create an automation that creates a 'Follow up call' task when a quote is sent"
  • "Dave, what automations do I currently have set up?"

Custom Fields

Dave now has comprehensive knowledge of custom fields and can:

  • Explain your existing custom field structure
  • Create new custom fields and fieldsets for projects or customers

Examples:

  • "Dave, create a custom field set for solar installations with fields for panel type, roof type, and site photos"
  • "Dave, what custom fields do we have for customers?"
  • "Dave, add a dropdown field for 'Lead Source' with options for Website, Referral, and Trade Show"

Document & Email Templates

Dave has built-in documentation for creating templates:

  • Understands all available template variables
  • Can explain how to use dynamic content
  • Knows the rules for images, signatures, and print layouts

Examples:

  • "Dave, how do I show the customer's signature in my completion certificate template?"
  • "Dave, how do I display custom field values in my quote template?"
  • "Dave, what variables can I use in my invoice email?"

Improved Reliability

  • Better context awareness - Dave understands which page you're on and responds accordingly, without describing what you can already see
  • More consistent guidance - Documentation is now built directly into Dave, ensuring reliable and up-to-date answers
  • Improved session handling - Better recovery if your chat session is interrupted